Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.9M Sell
20,787
-460
-2% -$42K 1.61% 22
2025
Q1
$1.94M Buy
21,247
+8,439
+66% +$772K 1.63% 22
2024
Q4
$1.09M Buy
12,808
+934
+8% +$79.5K 1.04% 37
2024
Q3
$1.04M Buy
+11,874
New +$1.04M 0.85% 43